Helping your clients assess the climate impact of their Portfolio

November 15, 2021

Nathan Fradley explains how the ethosesg technology can help you assess and design an ethical portfolio that aligns to an investor’s personal values.

This post is also available as a podcast on:



Helping your clients assess the climate impact of their Portfolio

‍

With greater focus being placed on COP 26 and the ongoing fight against climate change, it is no wonder that clients are starting to ask important questions about the impact of their investment portfolios. Investors are starting to care more about what they are investing in and what impact those investments may have on the environment.

‍

As a financial adviser it is important to be able to answer these questions and to provide investment alternatives to clients who are looking for greener investment alternatives.

‍

Nathan Fradley explains how the ethosesg technology can help you assess and design an ethical portfolio that aligns to an investor’s personal values.

Markets slid again last week, with a concentrated sell off in US tech

August 2, 2024

Markets slid again last week but the selling was concentrated in US tech, most of which is down 10% or so this year. Much of last week’s selling occurred in the last 2 sessions of the week.

Bulls and bears traded blows that resulted in multiple 4% round trips during the week

August 2, 2024

The to and fro of US markets last week resembled the titanic struggle between Nadal and Medvedev with bulls and bears trading blows that resulted in multiple 4% round trips during the week.

Record stock movements in the US as earnings diverge from expectations

August 2, 2024

US equity markets ended the week more or less where they started, albeit with some considerable volatility that contained more 4% swings.

High inflation and geopolitics muddy the water

August 2, 2024

The main news of the week happened as the European market closed. An unequivocal warning by US intelligence that a Russian invasion of Ukraine might be imminent.

All eyes on the Ukraine and Russia border

August 2, 2024

In what has become a familiar pattern, markets rose in the early part of the week amid signs that Putin’s aggressive posturing towards Ukraine might be just that, only to fall back as he appears to up the ante yet again.

Investors attempt to price in the invasion and the ensuing sanctions on Russia

August 2, 2024

After repeated warnings from Western intelligence, which most geopolitical experts were skeptical of, Putin invaded Ukraine. Markets fell sharply, especially in the US, but later rebounded and ended the week flat (or up by 2% in the case of the US).

Category placeholder

Are we there yet, or is is just another short squeeze?

August 2, 2024

Markets were up last week, led by the US which finished up 3% having been down 2% earlier in the week. Other markets were less volatile but were mostly also in positive territory for the week.

Category placeholder

Markets face biggest one day drop since March 2020

August 2, 2024

Markets suffered their biggest one day fall since the height of the pandemic provoked market crisis in March 2020, with the US Nasdaq down 5.5% and the S&P 500 down 4.3% after the latest US inflation numbers showed core inflation still on the rise even though energy prices have been on the wane.

Category placeholder

Will the Fed's continued tightening cause something to break?

August 2, 2024

Markets continued to fall last week, touching the lows seen in mid-June and leading many to question whether the buy on the dip trade was finally dead. Not coincidentally, long-term bond yields also pushed through the highs seen in June, as the US Fed raised rates another 0.75% and Jerome Powell reiterated the Fed’s commitment to fighting inflation via interest rate policy.

Category placeholder

UK pension system reaches breaking point

August 2, 2024

Markets finished the month with another down week (about -3% for most markets), leaving equity markets down around 10% for the month and around 5% for the quarter.

Category placeholder

A full cycle in one week

August 2, 2024

It felt like we had a full business cycle last week with market euphoria earlier in the week give way to more worries about rising interest rates later on, leaving markets up a percent or so after a 6% round trip.

Category placeholder

Volatile ride continues as markets react to inflation data

August 2, 2024

The volatility continued last week, and when the roulette stopped at the end of the week the US was down by almost 2% and the Nasdaq by a bit more than 3% along with emerging markets (mainly weighed down by China).

Category Placeholder

Markets slid again last week, with a concentrated sell off in US tech

August 2, 2024

Markets slid again last week but the selling was concentrated in US tech, most of which is down 10% or so this year. Much of last week’s selling occurred in the last 2 sessions of the week.

Category Placeholder

Recession fears build, yet equity markets end the week higher

August 2, 2024

Fears of a US recession later this year gathered pace last week and the US equity market jumped by almost 7% and the Nasdaq was up some 9%.

Category Placeholder

Inflation - Flash Update

August 2, 2024

In light of the recent inflation data coming out of the US, we dive in to why the market is so upset about a 0.1% increase in prices, and what this means from an Australian investor's perspective.

Category Placeholder

Interest rate sensitivity persists into the new year

August 2, 2024

During the last few weeks, the prospect of rising interest rate expectations continued to grip markets, as the soft landing/rapid disinflation thesis was tested.

Category Placeholder

Strong start to the year continues despite recession concerns

August 2, 2024

As the world’s elite gathered in a snowless Davos, markets focused on much more immediate concerns, starting with the continuing wave of layoffs in corporate America. Amazon, Microsoft, Alphabet (Google’s parent company), Salesforce and Goldman Sachs, among others, took turns to announce staff cuts. It would appear boardrooms and CEOs are lending some credence to the possibility of a recession in 2023.

Category Placeholder

Equities turbulent but resilient as interest rates rise

August 2, 2024

Last week the S&P 500 traded in a 3% range, having done a 2% round trip on Thursday, followed by a 3% fall on Friday after the inflation data release and then another almost 2% round trip yesterday. Emerging markets were the worst performing, down 4% for the week. Taking a step back though, most equity markets haven’t given back that much of their gains from January, while Europe and the Nasdaq remain up 10% for the year.

Category Placeholder

Helping your clients assess the climate impact of their Portfolio

August 2, 2024

Nathan Fradley explains how the ethosesg technology can help you assess and design an ethical portfolio that aligns to an investor’s personal values.

Category Placeholder

Carbon credits and investing – is it the outcome we expect?

August 2, 2024

ETFs that invest in carbon credits are now available. Why should we assume that their price will go up over time? And does buying a carbon credit ETF actually contribute positively to emissions reduction? Will it actually generate the outcome investors are expecting? This article explores the issues around investing in carbon credits.

Category Placeholder

Better World makes a difference with investment in renewables

August 2, 2024

There are many direct assets and funds that contribute positively to climate action within the InvestSense Better World Portfolios. Meridian Energy is one of the stand-out direct assets in the portfolio with a climate energy focus.

Category Placeholder

Bad news equals good news

August 2, 2024

In recent years professional investors have got increasingly used to the fact that good news is bad news for markets because higher interest rates are likely to be necessary, and of course vice-versa. However, last week the effect was stronger than ever and stocks rallied mid-week amidst reports of widespread lay-offs and expectations of a weak US jobs report.

Category Placeholder

‘Buy the dip’ opportunism start surfacing

August 2, 2024

The US market finally market caught a bid last week. Early in the week the market was down few percent after an earnings miss by ad dependent social media platform Snap (of Snapchat fame) combined with weak guidance raised more doubts about the economy and economic resilience of tech companies.

Category Placeholder

US momentarily dips into official bear market territory

August 2, 2024

The seventh negative week in a row for the US sent it briefly into official bear market territory before it recovered slightly late on Friday. The world’s largest stocks (Apple, Microsoft Amazon and Google) are all down 25%.

Category Placeholder

How Mark Lewin saved 13 hours a week with Managed Accounts

August 2, 2024

Mark Lewin was a financial planner, but is now the Director of Back Office Heros. In his planning business he gained significant efficiencies by recommending and implementing managed accounts for his clients. He tells us how...

Helping your clients assess the climate impact of their Portfolio

Helping your clients assess the climate impact of their Portfolio

Markets slid again last week, with a concentrated sell off in US tech

Bulls and bears traded blows that resulted in multiple 4% round trips during the week

Record stock movements in the US as earnings diverge from expectations

High inflation and geopolitics muddy the water

All eyes on the Ukraine and Russia border

Investors attempt to price in the invasion and the ensuing sanctions on Russia

Are we there yet, or is is just another short squeeze?

Markets face biggest one day drop since March 2020

Will the Fed's continued tightening cause something to break?

UK pension system reaches breaking point

A full cycle in one week

Volatile ride continues as markets react to inflation data

Markets slid again last week, with a concentrated sell off in US tech

Recession fears build, yet equity markets end the week higher

Inflation - Flash Update

Interest rate sensitivity persists into the new year

Strong start to the year continues despite recession concerns

Equities turbulent but resilient as interest rates rise

Helping your clients assess the climate impact of their Portfolio

Carbon credits and investing – is it the outcome we expect?

Better World makes a difference with investment in renewables

Bad news equals good news

‘Buy the dip’ opportunism start surfacing

US momentarily dips into official bear market territory

How Mark Lewin saved 13 hours a week with Managed Accounts

InvestSense insights, delivered straight to your inbox.

Get the latest industry news

Get the latest industry news

Get the latest industry news